RH
465 hedge funds and large institutions have $6.68B invested in RH in 2022 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 180 increasing their positions, 129 reducing their positions, and 119 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 129
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
0.65% less ownership
Funds ownership: 96% → 95.36% (-0.65%)
3% less funds holding
Funds holding: 481 → 465 (-16)
11% less first-time investments, than exits
New positions opened: 106 | Existing positions closed: 119
38% less call options, than puts
Call options by funds: $773M | Put options by funds: $1.25B
40% less capital invested
Capital invested by funds: $11B → $6.68B (-$4.36B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$141M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$132M |
| 3 |
DCP
Darsana Capital Partners
New York
|
+$80M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$73.6M |
| 5 |
Two Sigma Investments
New York
|
+$69.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TP
Third Point
New York
|
-$287M |
| 2 |
Select Equity Group
New York
|
-$227M |
| 3 |
DCP
D1 Capital Partners
New York
|
-$133M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$127M |
| 5 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$113M |
RH Hedge Fund Activity: Q1 2022 in Review
465 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in RH (RH) for Q1 2022, worth a combined $6.68B — down 40% from $11B a quarter earlier.
Sellers outnumbered buyers: 119 funds closed out of RH and 106 opened new positions — a net loss of 13 holders — while 129 trimmed existing stakes and 180 added.
The largest buyer was Berkshire Hathaway, adding an estimated $141M. The largest seller was Third Point, exiting entirely with an estimated $287M sold.
- 465 institutional investors held RH (RH) as of Q1 2022, down from 481 in Q4 2021.
- Funds reported $6.68B of RH stock for Q1 2022, down 40% quarter-over-quarter.
- 106 funds opened new RH positions in Q1 2022 and 119 closed out, a net change of -13 holders.
- The largest RH buyer in Q1 2022 was Berkshire Hathaway, an estimated $141M added.
- The largest RH seller in Q1 2022 was Third Point, an estimated $287M sold.
Based on aggregated 13F filings for Q1 2022.